Crocker Capital, LLC

Overview

Crocker Capital, LLC is a small, independent registered investment adviser that focuses on individualized portfolio management and financial planning for individual and family clients. The firm tilts heavily toward equities — exchange-traded securities make up the dominant portion of assets — and operates primarily on a discretionary basis. Service offerings include portfolio management for individuals and small businesses, financial planning, periodic publications or newsletters, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM, subscription, fixed-fee and other structures, which supports both ongoing advisory relationships and product-driven billing for specialized services. Manager allocation shows a willingness to access third-party alternative managers across several strategies (hedge funds, private credit, real estate, commodities and oil & gas) when appropriate, alongside traditional long-only equities and fixed income. The firm does not identify as an active ESG investor, and it reports operating from a single office rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices